← Coverage
META Meta Platforms
AI cloud · NASDAQ · 한국어 페이지
Ad revenue funds AI data centers, partly through off-balance-sheet financing. Capex is a leading signal for AI infrastructure demand.
Current-quarter revenue estimate
Quarter ending Dec 2026 · reports Jan 28, 2027
Our estimate
$77.5B
$76.1B–$79.0B
vs a year ago
+29%
vs consensus
+3.2%
High confidence · within ±5% in 7 of 7 backtested quarters, average error 1.4%. Model: company guidance adjusted by its historical beat rate.
Industry flow
US imports of Taiwanese servers · to Aug 2026
−0.8%last 3 months vs a year earlier
No company-specific flow — this is an industry-wide flow for context.
Mapped data flows
How each flow moves with quarterly revenue (year-over-year correlation, flow leading by 0–2 quarters).
| Flow | Stage | Revenue link | Correlation | Data to |
|---|---|---|---|---|
US imports of Taiwanese servers US Census Bureau | End demand | B Linked | 0.57 | Aug 2026 |
US imports of computer parts (incl. GPU boards) US Census Bureau | End demand | C Industry context | 0.30 · leads 1Q | Aug 2026 |
US imports of Mexican servers US Census Bureau | End demand | D Weak link | 0.25 | Aug 2026 |
A ≥0.7 direct link · B ≥0.5 linked · C ≥0.3 industry context · D weak. Fewer than 8 comparable quarters caps the grade at C.
Scorecard
Our last estimate before each report vs actual revenue.
| Quarter | Our estimate | Actual | Error |
|---|---|---|---|
| Sep 2026 | $65.0B | $64.6B | +0.7% |